Everything you need to succeed in insurance
Purpose-built features for health insurance professionals. From policy management to commission tracking, we've got you covered.
Policy Management
Track all client policies in one centralized location. Monitor coverage types, premium amounts, effective dates, and renewal schedules.
- Multi-carrier support
- Policy document storage
- Coverage comparison
- Renewal tracking
Commission Tracking
Automatically import and reconcile commissions from 50+ carriers. Never miss a payment with detailed commission statements.
- Automatic imports
- Commission projections
- Payment reconciliation
- Carrier statements
Client Management
Comprehensive client profiles with complete enrollment history, family members, and communication preferences.
- Family tracking
- Enrollment history
- Communication logs
- Document storage
AEP & OEP Tools
Specialized tools for Annual and Open Enrollment Periods. Manage high-volume enrollment with ease.
- Enrollment calendars
- Automated reminders
- Bulk communications
- Progress tracking
Compliance Tools
Stay compliant with built-in tools for CMS guidelines, state regulations, and carrier requirements.
- Scope of Appointment
- Call recording logs
- Audit trails
- Training tracking
Medicare & ACA Support
Specialized features for Medicare Advantage, Medicare Supplements, Part D, and ACA marketplace plans.
- Plan comparisons
- T65 tracking
- SEP management
- Subsidy calculations
Automated Reminders
Never miss a renewal, birthday, or follow-up with intelligent automated reminders.
- Renewal alerts
- Birthday messages
- Follow-up sequences
- Custom triggers
Digital Applications
Streamline enrollments with digital applications, e-signatures, and direct carrier submissions.
- E-signatures
- Pre-filled forms
- Carrier integrations
- Status tracking
Reports & Analytics
Track your book of business with detailed reports on production, retention, and revenue.
- Production reports
- Retention metrics
- Revenue forecasting
- Custom dashboards
Mobile App
Access your CRM on the go with our mobile app. Perfect for agents in the field.
- iOS & Android
- Offline access
- Quick enrollment
- Client lookup
Ready to see these features in action?
Start your free trial and experience the power of Insurance CRM.